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EAM Investors’s Karat Packaging KRT Stock Holding History

EAM Investors’s Portfolio KRT Stock Details KRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-60,268
Closed -$1.39M – 320
2023
Q3 		$1.39M Buy
+60,268
New +$1.29M 0.27% 175
2021
Q4 		– Sell
-54,758
Closed -$1.15M – 332
2021
Q3 		$1.15M Buy
+54,758
New +$1.23M 0.19% 249

Other funds holding KRT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EAM Investors's KRT Position: Q4 2023 in Review

EAM Investors sold out of Karat Packaging (KRT) in Q4 2023, closing a stake of 60,268 shares — an estimated $1.39M sold.

EAM Investors first reported a position in KRT in Q3 2021 and held it in 2 quarters. The position peaked at $1.39M in Q3 2023. 94 funds tracked by Wall St. Rank hold KRT as of Q4 2023.

  • EAM Investors reported no remaining Karat Packaging position as of Q4 2023 after selling out during the quarter.
  • EAM Investors sold 60,268 Karat Packaging shares in Q4 2023, an estimated $1.39M.
  • EAM Investors first reported a position in Karat Packaging in Q3 2021 and held it in 2 quarters.
  • EAM Investors's Karat Packaging position peaked at $1.39M in Q3 2023.
  • 94 funds tracked by Wall St. Rank held Karat Packaging as of Q4 2023.

Based on EAM Investors's 13F filing for Q4 2023, filed 14 Feb 2024.